Facts Vs Feelings Take 5 – How Much Should We Worry About Tariffs
Tariffs are back in the spotlight! In this episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group break down the latest tariff announcements and their impact on global markets. We discuss: The new tar …
Market Commentary: Stocks Resilient Despite DeepSeek, Tariff Talk
What a week it was, as we came into Monday morning with stocks down significantly over worries about Chinese AI-based company DeepSeek. We will discuss that more below, but the bottom line is despite the large losses we saw in large technology names on Monday, last week really held up quite …
Facts Vs Feelings Take 5 – Is Deep Seek a Big Deal?
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the sudden rise of Deep Seek, a new AI company out of China, and its sudden impact on the markets: The market’s reaction to Deep Seek’s rapid r …
Philanthropic Risk Management: Ensuring Effective and Compliant Giving
The Foundations of Philanthropic Financial Planning If you’ve been thinking about donating to causes that are important to you but have not yet pulled the trigger, or your giving plan simply consists of giving to places like your child’s school or your church or community group when they as …
Market Commentary: S&P 500 Hits New All-Time High
“I am an optimist because I don’t see the point in being anything else.” Abraham Lincoln What a start to 2025, nearly picking up where 2024 left off. Yes, stocks fell in December and during the historically bullish Santa Claus Rally period, but the S&P 500 just made another new all-time …
Facts Vs Feelings Take 5 – Guess Who’s Back?
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss three major comebacks: President Trump The bull market Market broadening Tune in as they highlight potential tax cuts, tariff uncertainties, an …
Market Outlook 2025 Webinar
The economy had a big year in 2024, avoiding a recession while posting strong job numbers and a soaring stock market — and the markets have rallied even higher since the 2024 presidential election was decided. But the new year brings new concerns for the economy. What impact could we see fr …
Mastering Financial Planning with the Bucketing Approach
When it comes to managing your wealth and pursuing your financial goals, clarity can be key. Enter bucketing, a powerful strategy that helps simplify your financial planning by categorizing your assets into three time-based buckets: today, tomorrow, and the future.
Protecting Against Market Volatility: Strategies for Stable Investment Returns
Understanding Market Volatility and Its Effects You’ve probably heard the stock market described as “volatile” in recent years. But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? What Is Market Volatility? Volatility in t …
Market Commentary: Markets Rebound as Inflation Beats Expectations
Markets Give Solid Early Marks to Trump, but Not as Strong as 2016 The S&P 500 rallied 2.9% last week helped by some positive inflation news (more on that below). The move pushed the index into positive territory for the year, although still 1.6% below the December 6, 2024 all-time high.
